Josh Renda, Certified Financial Plannerᵀᴹ at Raymond James
Josh Renda, Financial Advisor, CFP®, CPWA® has over 15 years of experience helping clients make informed decisions about their finances.
We work with our clients to develop comprehensive wealth management plans that integrate investment strategy with their personal objectives regarding retirement and estate planning. We employ a process that begins with a conversation where you tell us what financial success means to you. We then design an investment strategy and financial plan that can address your goals and present it to you. Onc
Read these tips before making any important decisions regarding Social Security benefits: https://go.rjf.com/2qz5Cbq .
Be sure to review this list of important tax deadlines, documents, and strategies to be aware of: https://go.rjf.com/2m4oEo6 .
Be sure to get your tax planning ducks in a row. Here are some year end things to consider discussing with your tax professional: https://go.rjf.com/2ArdEVv .
The formula for determining your child's financial aid eligibility is to subtract the expected family contribution (EFC) from the school's cost of attendance. But what does the EFC make up? Click to learn more: https://go.rjf.com/2Az4Z3n .
With the end of the year quickly approaching, here are some important Fall tax to-do's to consider in order to finish out the year strong: https://go.rjf.com/2AmCgP4 .
Stay in the know. Smartphones of the future are almost here - are you ready? Take a look at what 5G promises to bring to the table: https://go.rjf.com/2GRzG7C .
Technology innovations seek to make our everyday lives easier, but which ones will have the greatest impact on our economy? Raymond James Chief Economist, Scott Brown, shares his thoughts: https://go.rjf.com/2GSZbFn .
These game changing technology innovations are set to disrupt their industries. The list includes cars, healthcare, energy and more. Learn more: https://go.rjf.com/2GUvFiN .
6 ways how social security will change in 2020 based on the new laws and updates Congress passed earlier this year.
6 ways Social Security will change in 2020 As the enormous baby boomer generation marches toward retirement, they are straining the resources of Social Security. Here are six ways the nation's primary retirement income program will change next year.
It wasn't too long ago that our cellphones were just capable of simply mobile calling. Now with smartphones, we have the Internet at our fingertips. 5G promises the capabilities we've grown used to, but at 200 times faster. Learn more: https://go.rjf.com/2YTFDqx .
Most of us associate 529 accounts as college-saving vehicles, but did you know that a 529 can be a powerful estate planning tool, too? Learn more here: https://go.rjf.com/2HjDrCQ .
The start of the new school year may have you thinking about the future of your child's education. It's never too late to start saving. Learn more: https://go.rjf.com/2Z6XGtD .
“Will a trade war push the U.S. economy into recession?” Learn more about the major events on everyone’s minds.
Will a trade war push the U.S. economy into recession? | Capital Ideas Capital Group economists share their outlook for the U.S. economy, including the potential impact of a U.S.-China trade war and the near-term prospects for a U.S. recession.
With the current advancements in smartphones, it's hard to imagine that our devices have the potential to do even more. Click to see what 5G phones promise to unlock for us in the near future: https://go.rjf.com/2GNCUsL .
Motor Trend calls the 2013 Model S the best in 70 years.
Tesla picks up two ‘car of the year’ awards Tesla Inc. vehicles win two ‘car of the year’ awards this week, with a U.K. magazine using an all-purpose British compliment to describe the Model 3...
Nixing the age cap for contributions and raising the age to start required minimum distributions could affect workers, retirees and heirs.
When it comes to interpreting your will, don’t assume it will all work out. Read what’s happening with Tom Petty and his estate.
Breakdown Over Tom Petty’s Estate Offers a Lesson A fight between the late singer’s two daughters and widow shows the importance of using clear language in trust and estate documents.
Forget everyone else’s problems — this is about you.
Raymond James will donate $250k toward Midwest and Southern storm relief efforts. Learn more about how you can help. (Raymond James is not affiliated with an does not endorse The American Red Cross Organization.)
Raymond James To donate by check or to a specific cause, please complete this donation form by printing and mailing to: American Red Cross PO Box 37839 Boone, IA 50037-0839
How do you decide who will receive what from your estate? Here are several tactics you can employ when making these considerations and decisions: https://go.rjf.com/2WJHges
Social Security payments for a disabled senior require diligent planning. Learn how you can ensure your loved one’s, or your own, future is secure: https://go.rjf.com/2U2392g .
Will Social Security still be around when you need it? Learn more about common myths and ways to gain the most from your hard-earned retirement benefits. https://go.rjf.com/2Glec3c .
Shine some light on these common misconceptions to help get the most from your hard-earned benefits. https://go.rjf.com/2U25ryo .
Social Security is complicated. We have the resources to help you navigate the twists and turns: https://go.rjf.com/2U3PpUG .
Read these tips before making any important decisions regarding Social Security benefits: https://go.rjf.com/2WGVuIz
Tax filing season is here. Review these tips to ensure a smooth filing and return process.
Double-Check Before Filing Your IRS Return It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.
If used judiciously, these strategies can help you achieve your long-term financial goals.
Are you receiving a tax refund this year? Consider these ideas for making the most of it.
Renovate? Donate? Pay off debt? Tax season brings fresh possibilities.
As Americans prepare to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.
Laying the Groundwork for Tax Season Smart moves at the beginning of tax season can help get your financial house in order.